On this episode of the Money Meets Medicine podcast, hosts Dr. Jimmy Turner and Justin Harvey CFP discuss: 

  • Why passive activity loss rules trap syndication losses for W-2 earners — and the "active participant" workaround that fails the New York Times test
  • Five ways to unwind a concentrated stock position in a brokerage account
  • A step-by-step playbook for what to do with an annual bonus

Resources:

Every doctor needs own-occupation disability insurance. Get a quote from us here at Money Meets Medicine Insurance. An insurance agency created for doctors, by doctors. 

Get a 10% discount off first year's services with the tax strategy team that Jimmy personally uses (Gelt). 

Not sure where to get started on your financial literacy journey? Snag a free copy of The Physician Philosopher's Guide to Personal Finance.


 


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